RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio WTMF Stock Details WTMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52K	Hold	37	–	–	﹤0.01%	909
2026 Q1	$1.48K	Hold	37	–	–	﹤0.01%	838
2025 Q4	$1.42K	Sell	37 -42	-53%	-$1.6K	﹤0.01%	839
2025 Q3	$2.98K	Hold	79	–	–	﹤0.01%	608
2025 Q2	$2.77K	Hold	79	–	–	﹤0.01%	621
2025 Q1	$2.68K	Buy	79 +74	+1,480%	+$2.58K	﹤0.01%	561
2024 Q4	$188	Sell	5 -68	-93%	-$2.42K	﹤0.01%	1083
2024 Q3	$2.59K	Buy	73 +2	+3%	+$72	﹤0.01%	563
2024 Q2	$2.57K	Buy	71 +3	+4%	+$110	﹤0.01%	656
2024 Q1	$2.54K	Buy	+68	New	+$2.44K	﹤0.01%	651

Other funds holding WTMF

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

AWP

Axis Wealth Partners East Providence, Rhode Island $208M AUM 18.75% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WTMF Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its WisdomTree Managed Futures Strategy Fund (WTMF) position steady in Q2 2026 at 37 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WTMF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.98K in Q3 2025. 23 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 37 shares of WisdomTree Managed Futures Strategy Fund worth $1.52K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its WisdomTree Managed Futures Strategy Fund share count unchanged in Q2 2026.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #909 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2024 and has held it in 10 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's WisdomTree Managed Futures Strategy Fund position peaked at $2.98K in Q3 2025.
23 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.